The advisors of Summit Financial are committed to providing trusted, objective and personalized financial advice to people from all walks of life. We understand that each client has unique financial needs and we strive to provide financial advice that is both customized and reasonably priced. When you become a client of Summit Financial you will work directly with one of our three partners - Bob, George and Vince will be you personal guides on your journey to financial security.

Bob Wilgos Robert Wilgos
Bob has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance from the Simon School of Business at the University of Rochester, and has extensive experience as a Senior Financial Executive in topics ranging from financial forecasting and budgeting to program development in commercial asset-based lending and equipment leasing. As a Certified Financial PlannerTM practitioner, Bob is a member of the Financial Planning Association, the largest association of professionals dedicated to championing the financial planning process. Additionally, he is a member of NAPFA and The Garrett Planning Network, the nation’s premier organization for hourly, as-needed planners.
George Blenner George Blenner
George received his Bachelor of Science degree Summa Cum Laude from Columbia University, New York. He earned his Master of Business Administration degree from LaSalle University, Philadelphia, where he was inducted into Beta Gamma Sigma, the national business honor society. He is a Certified Financial PlannerTM, having completed the Certified Financial Planner curriculum from the American College. Prior to becoming a financial planner, Blenner was a successful businessman. George has helped a variety of clients, such as young people just starting their earning years, people who are trying to provide for their families and build for the future and those near retirement age or already retired. He is also a member of the National Association of Personal Financial Advisors [NAPFA].
Vince De Giovanni

Vincent De Giovanni
Vince holds a Bachelor of Science degree from the United States Air Force Academy and a Masters of Business Administration from DeSales University. He completed the CFP® Certification Professional Education Program at the College for Financial Planning, passed the comprehensive CFP® certification examination and is now a candidate for the CFP Board certification. His professional affiliations include the National Association of Personal Financial Advisors (NAFPA) and the Financial Planning Association (FPA.) He is a graduate of the Financial Planning Association Residency program. Vince is a commercial airline pilot, an officer in the Air Force Reserve and an adjunct instructor at Gwynedd-Mercy College where he teaches finance related courses. He resides with his wife, Susan, and their two daughters in Solebury Township.

We are proud members of the following organizations and adhere to their standards of professional excellence and integrity:

The Financial Planning Association
The Financial Planning
Association™

Commitment to Professionalism

National Association of Personal Financial Advisors (NAPFA)
National Association of Personal
Financial Advisors (NAPFA)

Commitment to the Highest Standards of Financial Advising

The Garrett Planning Network, Inc.
The Garrett Planning
Network, Inc.

Commitment to Helping People from All Walks of Life

The Certified Financial Planner Board of Standards
The Certified Financial Planner
Board of Standards

Commitment to Continued Education

 

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